KofaxTransact Administrator's Help
  • Welcome to Ephesoft Transact
  • Administrator overview
  • Batch Class Management
    • Batch class
      • Batch class charts
      • Batch class field
      • Batch class tree navigation
      • Function keys
      • Import and export batch classes
      • Import and export extraction and classification rules
    • Document types
      • Add new document type
      • Copy document type
      • Document type additional configurations
      • Delete document type
      • Global document types and batch classes
      • Import and export document types
      • Train Transact for document classification
      • View test classification learned files
    • Transact encryption framework
    • Index fields
      • Add index field
      • Copy index fields
      • Delete index fields
      • Format conversion
      • Import and export index fields
      • Validation rules
    • Line item matching
      • Batch class configuration
      • PO database configuration
      • Property file configuration
      • Working with line item matching
    • Table extraction
      • Configure table extraction
      • Table validation rules
      • Configure currency settings for tables
      • Hidden table column feature
      • Semi-automated table extraction
      • Table extraction for 2-column layout
    • Test classification
    • Text extraction
      • View test extraction results
    • Paragraph extraction
  • Batch Instance Management
    • Batch instance progress bars
    • Batch instance delete
    • Batch instance management charts
    • Batch instance unlock
    • Batch instance status
    • Batch instance restart
    • Batch instance priority
    • Batch instance description customization
    • Batch instance custom columns
      • Document Assembler sample script
    • Troubleshooting artifact collection
    • Batch instance grid
  • Folder Management
    • Edit from Folder Management screen
  • Importing documents
    • Supported file types for import
    • Web Scanner
      • Web Scanner installation
      • Use Web Scanner
      • Encrypt temporary Web Scanner images
      • Web Scanner caching
    • Email Import configuration
      • Email import
      • Email configuration
      • Access email headers in batch.xml
      • Configure Microsoft Email Services with OAuth2
      • Multi-server email import
    • CMIS Import
    • Upload batch
      • Upload batch charts
  • Modules and plugins
    • Folder Import module
      • Create OCR Input plugin
      • Create Thumbnails plugin
      • Cloud HyperExtender plugin 2020.1
      • Cloud HyperExtender plugin 2019.2
        • Register for and configure Transact Cloud
        • Configure the Transact Cloud Connection
        • Configure Transact to use the Cloud HyperExtender plugin
        • Additional configuration
        • Optimize property files
        • Troubleshooting
      • Import Batch Folder plugin
      • Import Multipage Files plugin
        • GraphicMagick
      • S3 Import plugin
      • Importing additional file types
    • Page Process module
      • Cloud OCR (Advanced HOCR) plugin
      • Search Classification plugin
      • Create Display Image plugin
      • Create OCR Input plugin
      • Key Value Page process
      • OmniPage HOCR plugin
      • Tesseract HOCR plugin
      • Advanced Barcode Reader plugin
      • Barcode Reader plugin
        • Bar codes supported by Transact
      • RecoStar HOCR plugin
        • RecoStar HOCR for Linux (Beta)
        • OCR language selection
        • Fraud detection using OCR font switch
      • Multidimensional Classification plugin
    • Document Assembly module
      • Classify Images plugin
      • Document Assembler plugin
        • Change Unknown Document to Document Type
        • File Boundary Classification
        • Difference between Document Assembler and Advanced Document Assembler
    • Review Document module
      • Review Document overview
      • Configure the Review plugin
      • Features list
      • Navigation icons
      • Review button turns red
      • Shortcut to close batch
      • Display image page number label
    • Extraction module
      • Advanced Barcode Extraction plugin
      • Advanced Fixed Form Extraction
      • Barcode Extraction plugin
      • Default Index Field Value plugin
      • Fuzzy DB Extraction
        • Perform multiple FuzzyDB lookups
        • Configure Field Fuzzy with separate index fields pointing to different Database
        • Automatic FuzzyDB learning
      • Identification Extraction plugin
      • Key-Value Extraction plugin
        • Automatic Regex suggestion and creation
      • OmniPage Extraction plugin
        • Form Data Extraction using OmniPage
        • OmniPage Form Template Editor
      • RecoStar Extraction plugin
      • Regular Regex Extraction plugin
      • Create fixed-form projects with RecoStar Design Studio
      • REST API Lookup plugin
      • Scripting plugin
      • Table Extraction plugin
        • Copy table
        • Table import and export
      • Fuzzy Search
      • Machine Learning Custom Dictionary support
      • Line Item Matching: Extraction
      • Hidden Document Type feature
      • Copy Table Extraction Rules
      • Support for multiple JSON files (Machine Learning)
      • Role-Based Table Machine Learning
      • Machine Learning classification and extraction roles
      • Machine Learning of Global Document types
      • Support for multilingual files (Machine Learning)
    • Automated Validation module
      • Automated Regex Validation plugin
    • Validate Document module
      • Validate Document plugin
    • Export module
      • Multipage Export plugin
      • Box Export plugin
      • Microsoft SharePoint 365 Export plugin
      • Create Multipage Files plugin
      • Clean up batch instance(s)
      • Custom Export plugin
      • DB Export plugin
      • Tabbed PDF plugin
      • Auto KV plugin (formerly Key Value Learning plugin)
      • IBM CM plugin
      • Docushare Export plugin
      • CSV File Creation plugin
      • Copy Batch XML plugin
      • Cleanup plugin
        • Cleanup plugin for the folder import and Export modules
      • CMIS Export plugin
        • Export multiple index fields to Alfresco CMIS
      • Export to Web Service plugin
      • Support of export to SharePoint 2013 and 2016
        • SharePoint plugin improvements
  • Reporting
    • Transact reporting and workflow
    • New Relic
    • Dashboard and Throughput Reports
      • Dashboard Reports
        • System Health
        • System Reporting
        • Batch Processing
        • Configure the dashboard
      • Throughput Reports
        • Default filter configuration
        • Batch Class Throughput
        • Batch Size Throughput
        • Week Days Throughput
        • Hourly Throughput
        • Time-Based Throughput
        • Monthly Throughput
        • Module Throughput
        • User Throughput
    • Advanced Reports
 › Importing documents

Importing documents

The following topics cover methods and strategies for importing documents into Transact.

  • Supported file types for import

  • Web Scanner

  • Importing documents

  • CMIS Import

  • Upload batch